First we need to know who our portal account owner is. Navigate to setup -> All communities -> click workspaces next to your community -> click the administration time. The administration page should be open, click the preferences tab, scroll down until you see the Record Ownership section.
Full Answer
How is visibility of Records in Salesforce fora user determined?
Th visibility of records in Salesforce fora User is determined based on multiple criteria. Check the following areas to resolve the issue. 1. Did you try impersonating the HR User to see if he is able to access the Contact records created by the Admin through the Contacts tab?
How to create a customer user in Salesforce?
Creating customer users is a little different to creating internal Salesforce users. Community users always have a contact associated with them. So to create a community user, the first step is to create a contact for the user. Go ahead and create a contact. Add a First Name, Last name, Email and any other details that make sense.
Why HR manager can't open contact Records in Salesforce?
Ok the HR manager have Modify All Permission means then he can access the data.But i think he dont open the any contact records because the only recently viewed records are displayed in Lookup its a standard Salesforce limititation. 1. Try searching with any keyword , it should display records with keywords in search.
What does 'this user is the default owner of records created?
System administrator or Users who has the permission to deactivate a User is receiving an error, 'This user is the default owner of records created by guest users and can’t be deactivated' when deactivating a User.
Can community users create records in Salesforce?
Yes. Full access to object, and fields and read access to the master.
How do I identify a community user in Salesforce?
If you want to log in as a community user from Salesforce platform, go to the created contact and click on 'Log in to Community as User ' button and select your community.
How do I change the default owner of records created by guest users?
Select another User as the default owner of records created by a guest user of a communityClick Administration tile.Click Preferences.Under 'Record Ownership' section, change the default owner to another User.Click Save.
How do you check user is community user or not?
One way is to get the profile name with the help of profile ID userinfo. getProfileid() . Then you can check the profile name whether it is Community User or Portal User.
How community user is created?
From Setup, in the Quick Find box, enter Profiles , then select Profiles. On the Profiles page, click Clone next to the Customer Community Login User, the Customer Community Plus Login User, the Customer Community Plus User, or the Customer Community User profile. Enter a name for the cloned profile and save.
Can community user create account?
Community Users who have the Customer Community Plus license are allowed to create accounts.
How do I change the default record owner in Salesforce?
Select a default owner in your org.From Setup, enter Digital Experiences in the Quick Find box, then select All Sites.Click Workspaces for the community you'd like to access.Click Administration | Preferences.Select a default user in the record ownership lookup.Click Save.
How do I change the default account owner in Salesforce?
1. Go to All Communities --> Workspaces --> Administration --> Pages --> Advanced Customization: Go to Force.com. 2. Change the Site Contact (remember that the user you choose must have a Role!).
How do I change the owner of a community in Salesforce?
In Salesforce Classic, go to the group detail page and click Group Settings. In Lightning Experience, go to the header on the group detail page and click Edit Group.Choose the owner from existing members. In the Owner field, enter a name or click the look-up icon to search group members.Save your changes.
Who can see what in communities Salesforce?
Standard Salesforce user sees records that they own, and records that they have access to (based on sharing rules) across all sites and their internal org. Chatter Free user can't access records.
How can records owned by customer community users be shared with internal users?
A Sharing Set grants community or portal users access to any record associated with an account or contact that matches that community user's account. A Share Group allows sharing records owned by community users with internal users. This mechanism grants internal users access to data owned by community users.
How do I access community builder in Salesforce?
To access Experience Builder:From the global header menu in Experience Workspaces or Experience Management, click Experience Workspaces | Builder or Experience Management | Go to Experience Builder.From the All Sites page in Setup, click Builder next to the site name.More items...
How to create a community user?
So to create a community user, the first step is to create a contact for the user. Go ahead and create a contact. Add a First Name, Last name, Email and any other details that make sense. Now add the details as discussed above.
What to do if you receive an error saying "Portal Account Owner Has no Role"?
When saving your user, if you receive this error “Portal Account Owner Has no Role” then you’ll need to assign a role to the default community record owner. See the steps below.
How to change the default user in a portal?
First we need to know who our portal account owner is. Navigate to setup -> All communities -> click workspaces next to your community -> click the administration time. The administration page should be open , click the preferences tab, scroll down until you see the Record Ownership section. You should see the default owner listed. Now either change the user or navigate to the user detail page and add a role
How to create a contact for a partner portal?
Under contacts click New. Now create a contact for this partner portal account. You can have multiple logins for each business account. Once the contact is created, navigate to the contact record page and click Enable Partner User
How many contacts can you have in a community account?
You’ll need to add an account. This should be a generic account for all of your customer community users. Each account can have a maximum of 10,000 customer community user contacts living under it.
What is a partner community user?
Partner community users are based on accounts. This means that instead of just creating a contact we need to create an account and a contact. Then we create a user out of that contact.